Traci Foth is a financial advisor with Equitable Advisors in Loveland, CO, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. She has worked at Equitable Advisors since 2014 and previously was with Axa Advisors, LLC. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Raymond Taylor is a financial advisor with LPL Financial in Longmont, CO, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, supported by research and model portfolios.

John Rothones is a financial advisor with Edward Jones in Loveland, Colorado, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Ben Voss is a financial advisor with Raymond James Financial in Loveland, Colorado, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He previously worked at Edward Jones from 2012 to 2018 before joining Raymond James Financial Services Advisors, Inc. in 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and the SIMPLE IRA Employer Advisory & Consulting Services program.

Jeffrey Deits is a financial advisor with Edward Jones in Greeley, CO, holding a Series 66 credential. He joined Edward Jones in 2026 and has previous work experience with NaturaLawn of America, University of Northern Colorado, Banner Health, Memphis Grizzlies, and The Ohio State University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services under a fiduciary standard.

Monica Baldwin is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with Raymond James Financial Services since 2003 and owns a support company, Main Street Investments. Baldwin serves on the investment committees of the Longmont Community Foundation and the Sunshine Club, where she chairs the endowment committee. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers non-discretionary advisory services supported by analytical tools and maintains unique municipal advisory and SIMPLE IRA consulting programs.

Paul Hummel is a financial advisor with LPL Financial based in Loveland, Colorado. He holds a Series 63 designation and has 37 years of industry experience, including 24 years with Investment Centers of America, Inc. and nine years with LPL Financial. Outside of his advisory role, he is a business owner of a local restaurant, Justine's Pizza. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning and a variety of advisory programs supported by both discretionary and non-discretionary management.

Kelly Purdum is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has worked at several firms, including Merrill and Northwestern Mutual Investment Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Carson Bischoff is a financial advisor at Edward Jones in Loveland, CO, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Outside of his advisory role, Bischoff serves as President of Topaz Business Plaza in Loveland and is involved as a Director in his family business, Kadee Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Douglas O'Connell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Securities America Advisors and Mutual of Omaha Insurance Company. He is involved in insurance sales and management, serving as General Manager for Futurity First Insurance Group. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs advanced asset-allocation tools and provides access to various investment products and third-party managed accounts.

Patrick Dowlin is a financial advisor at LPL Financial with 36 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. He has been with LPL Financial since 2012. Outside of advisory work, he is involved as a soliciting agent for Crump Life Insurance Services and has a non-investment related business entity, RJJR Splash, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management approaches with access to internal research and third-party strategies.

Andrew Flanscha is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 21 years of industry experience. He has been with Thrivent and its affiliated entities since 2004. Outside of his advisory role, he is involved in managing real estate through family-owned limited liability companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based planning without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing option, serving clients through a network of financial advisors.

Saman Asrari is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has worked with First Investments & Planning since 2019 and has held advisory roles at Raymond James Financial Services Advisors, Inc., and First National Bank since 2018. Outside of advisory work, he is involved in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work, along with advisory programs that incorporate evolving technologies.

Janet Stanley is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Woodbury Financial Services and Questar Asset Management. In addition to her advisory work, she owns and operates JM Stanley & Associates, LLC, which provides insurance products and investment advisory services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios and multiple advisory platforms.

Vanessa Wagner is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. Her prior work includes a role at Transamerica Financial Advisors, Inc., where she worked for 11 years. Outside of her advisory work, she has been involved with businesses such as Lulu's Cottage and held positions related to yoga and nonprofit activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Joline Fantham is a financial advisor at Edward Jones with Series 66 credentials and over eight years of experience in the industry. Prior to joining Edward Jones in 2024, she worked with YB Financial Services for seven years and was self-employed for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Alina Shelton is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill Lynch for five years before joining Raymond James and the Bank of Colorado, where she serves as a Senior Registered Client Service Associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting and supports municipal and public finance work through its affiliation with a municipal advisor.

Timothy Blandford is a financial advisor with Thrivent Investment Management in Greeley, Colorado, holding a Series 66 designation and having 25 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations on various financial topics and the option to combine planning with managed-account services under a consolidated billing program.

Nathan Crotser is a CFP® professional with 25 years of industry experience, currently advising at Raymond James Financial in Longmont, CO. He has been with Raymond James since 2003 and has specialized in long-term care insurance since 2004. Outside of his advisory role, he continues to engage in long-term care insurance sales on a limited basis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes non-discretionary, customized planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Tamara Julien is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. She previously worked at Securities America Advisors, Inc. and Securities America, Inc. from 2011 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, and retirement consulting with discretionary and non-discretionary management supported by research and diversified investment strategies.